3D Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

3D Asset Management’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$31.2M	Sell	579,617 -46,265	-7%	-$2.51M	8.67%	4
2020 Q2	$33.7M	Sell	625,882 -64,364	-9%	-$3.42M	9.39%	2
2020 Q1	$35.7M	Sell	690,246 -82,772	-11%	-$4.34M	10.61%	1
2019 Q4	$40.4M	Sell	773,018 -32,675	-4%	-$1.71M	9.36%	2
2019 Q3	$42.1M	Sell	805,693 -18,424	-2%	-$957K	10.04%	2
2019 Q2	$42.2M	Sell	824,117 -23,543	-3%	-$1.18M	10.29%	1
2019 Q1	$42.2M	Buy	847,660 +63,565	+8%	+$3.11M	9.95%	2
2018 Q4	$37.8M	Buy	784,095 +4,164	+0.5%	+$199K	9.75%	1
2018 Q3	$37.7M	Sell	779,931 -6,856	-0.9%	-$333K	8.54%	2
2018 Q2	$38.1M	Buy	786,787 +14,973	+2%	+$729K	9.12%	1
2018 Q1	$38M	Buy	771,814 +26,684	+4%	+$1.32M	8.99%	2
2017 Q4	$37.8M	Buy	745,130 +2,419	+0.3%	+$123K	8.79%	2
2017 Q3	$37.7M	Buy	742,711 +34,520	+5%	+$1.75M	8.96%	2
2017 Q2	$35.8M	Buy	708,191 +12,925	+2%	+$651K	9.1%	2
2017 Q1	$34.6M	Sell	695,266 -16,389	-2%	-$814K	8.97%	2
2016 Q4	$35.3M	Buy	711,655 +2,751	+0.4%	+$139K	9.42%	1
2016 Q3	$36.9M	Buy	708,904 +38,625	+6%	+$2.01M	9.89%	1
2016 Q2	$34.7M	Buy	670,279 +6,049	+0.9%	+$308K	9.67%	1
2016 Q1	$33.6M	Buy	+664,230	New	+$33.1M	9.54%	1

Other funds holding AGGY

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

3D Asset Management's AGGY Position: Q3 2020 in Review

3D Asset Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 7.4% in Q3 2020, selling an estimated $2.51M and leaving 579,617 shares worth $31.2M. The position accounts for 8.67% of the portfolio, ranked #4.

3D Asset Management first reported a position in AGGY in Q1 2016 and has held it in 19 quarters since. The position peaked at $42.2M in Q1 2019. 147 funds tracked by Wall St. Rank hold AGGY as of Q3 2020.

3D Asset Management held 579,617 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $31.2M as of Q3 2020.
3D Asset Management sold 46,265 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2020, an estimated $2.51M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 8.67% of 3D Asset Management's portfolio in Q3 2020, its #4 holding.
3D Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 19 quarters since.
3D Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $42.2M in Q1 2019.
147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.